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Billing & Subscriptions

Manage your SMVue subscription, payment methods, and seat assignments.

Billing & Subscriptions is where you manage your SMVue plan, payment methods, and Leader-seat purchases.

Access Billing by going to Settings → Billing (Owner only).

The Workspace Plan

SMVue bills the workspace, not the individual seat, as the paid unit. There is one plan shape for every workspace — self-serve, no "Solo" vs. "Team" tier to choose between:

  • Workspace base — $150/month, includes one Leader seat.
  • Additional Leader seat — $100/month, per team lead beyond the first. Add as many as your team needs directly from Settings → Billing; no sales conversation required.
  • Unlimited Rep profiles (free, scoped to each rep's own data).
  • Unlimited Executive profiles (free, read-only).

Annual billing is 20% off either price. For the latest pricing, open Settings → Billing in the app, which always shows live prices, or ask the in-app support chat.

What's Included

  • All core coaching tools: dashboard, pipeline, meetings & prep, performance, action items, notes
  • CRM & calendar integrations
  • Sales Coach (included with the Leader seat)

Multi-Leader Workspaces

Adding a second, third, or twentieth team lead is the same self-serve action as the first: add a Leader seat from Settings → Billing. There is no separate "Team plan" or custom quote for ordinary multi-Leader growth.

Add-ons

Add-ons can be purchased on top of any workspace. Add-on pricing isn't public — contact us for add-on pricing.

  • Sales Coach for Execs — Sales Coach access for the Executive profile
  • Sales Coach for Reps — Sales Coach access for selected Rep profiles
  • Meeting Notetaker — sends a notetaker bot to your calls to transcribe them and produce summaries and pre-call prep, plus a meeting-hour pack for additional recorded hours
  • AI credit pack — additional AI usage credits, sold in blocks

Billing Intervals

Choose monthly or annual billing:

Monthly

  • Billed every month
  • Cancel anytime
  • Full flexibility

Annual

  • Billed once per year
  • 20% off the monthly price
  • Annual commitment

To Switch:

  1. Go to Settings > Billing
  2. Click Change Billing Interval
  3. Select Monthly or Annual
  4. Confirm

Free Trial

Every workspace starts a 30-day cardless free trial (45 days for partner-referred clients) when a CRM is connected:

Trial Includes:

  • Full access to plan features
  • No plan or payment method required during onboarding
  • No automatic billing

After Trial:

  • We'll email you before the trial ends and show the billing prompt when it expires
  • Subscribe with a payment method to keep your workspace's Leader seat(s) active
  • If you don't subscribe, you won't be charged and access becomes restricted
  • If support extends an expired trial, trial access resumes through the new end date; an extension does not override a cancellation, refund, or separate account suspension

Adding Seats

Leader Seats

The Leader seat is the only paid seat. The workspace base plan ($150/month) includes one; each additional Leader seat is $100/month (20% off either when billed yearly).

  1. Go to Settings > Billing
  2. Click Manage Seats
  3. Increase Leader seat count
  4. Click Update
  5. Confirm

Pricing:

  • $150/month base (includes one Leader seat), then $100/month per additional Leader seat

Executive Profiles

The Executive profile is free, read-only, and unlimited on every workspace — it is a permission profile, not a purchased seat. A workspace owner or admin invites a member from Settings > Team and assigns the Executive profile for read-only access across the workspace. There is no separate organization-level Executive signup path.

Rep Profiles

Rep profiles are always free and unlimited. They are scoped to the rep's own data and allow only the focused participation described in the Rep Profile guide.

No need to purchase Rep profiles — just invite reps from Settings > Team.

Payment Methods

Adding a Payment Method

  1. Go to Settings > Billing > Payment Methods
  2. Click Add Payment Method
  3. Enter credit card details
  4. Click Save

Accepted Cards:

  • Visa, Mastercard, American Express, Discover
  • Debit cards with credit card number

Security:

  • Payment processing by Stripe (PCI DSS compliant)
  • SMVue never stores full card numbers
  • Encrypted transmission

Updating Payment Method

  1. Go to Settings > Billing > Payment Methods
  2. Click Update Card
  3. Enter new card details
  4. Click Save

Old card removed automatically

Multiple Payment Methods

You can store multiple payment methods:

  • Set one as default
  • Use different cards for different subscriptions
  • Remove unused cards anytime

Billing History

View past invoices and payments:

  1. Go to Settings > Billing > Billing History
  2. See all invoices (past 2 years)
  3. Download PDF invoices
  4. View payment status (Paid, Failed, Pending)

Invoice Details:

  • Invoice date and amount
  • Payment method used
  • Line items (workspace base, additional Leader seats, add-ons)
  • Tax breakdown

Proration

SMVue automatically prorates when you:

  • Add Leader seats mid-cycle
  • Remove Leader seats mid-cycle
  • Change billing interval

How It Works:

  • You pay only for days used
  • Credit applied to next invoice
  • No manual calculation needed

Example:

  • Today is Dec 15
  • Your next billing date is Jan 1
  • You add 1 additional Leader seat
  • You pay for 17 days (Dec 15-31) prorated
  • Full price starts Jan 1

Cancellation

Cancel your subscription anytime:

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Select reason (optional feedback)
  4. Confirm cancellation

What Happens:

  • Access continues through end of billing period
  • No refund for partial month
  • Your data is retained for a grace period after cancellation, so you can reactivate without losing it

To Permanently Delete:

  • Use Delete Organization in Settings > Data & Privacy, or contact support — this is the only way to permanently remove your data right away

Failed Payments

If a payment fails:

  • Stripe automatically retries the charge for a while, with no immediate interruption to service.
  • We email the Owner to remind them to update the payment method.
  • If the payment keeps failing, access is restricted until billing is resolved.

To Resolve:

  • Update your payment method in Settings > Billing
  • Service resumes once a payment succeeds

Tax Handling

SMVue uses Stripe Tax for automatic tax calculation:

How It Works:

  • Tax calculated based on billing address
  • Compliant with local tax regulations
  • Shown separately on invoice

Supported Jurisdictions:

  • US sales tax (state and local)
  • Canadian GST/PST/HST
  • EU VAT
  • Other countries as applicable

VAT Numbers:

  • EU customers can provide VAT number
  • Enter in Settings > Billing > Tax Information
  • Exempts VAT if valid (B2B)

Seat Quantity Management

View and adjust seat counts:

  1. Go to Settings > Billing > Seats
  2. See current seat usage:
    • Leader seats (used / purchased against your ceiling) — the only paid seat
    • Executive profiles (used) — free, read-only, unlimited
    • Rep profiles (used) — free, scoped, unlimited
  3. Click Adjust Seats to change your purchased Leader seat quantity
  4. Preview cost impact
  5. Confirm changes

Cost Preview:

  • Shows prorated charge/credit for Leader seats
  • Reflects on next invoice

Billing Contacts

Add additional billing contacts to receive invoices:

  1. Go to Settings > Billing > Contacts
  2. Click Add Billing Contact
  3. Enter email address
  4. Save

Billing contacts receive:

  • Monthly invoices
  • Failed payment notifications
  • Billing updates

Do not receive:

  • Access to SMVue platform
  • Product notifications

Troubleshooting

Payment failed

Issue: Card declined or payment failed

Solutions:

  • Verify card details (number, expiry, CVV)
  • Check with your bank (may be fraud prevention)
  • Try different payment method
  • Contact support if issue persists

Wrong amount charged

Issue: Invoice amount doesn't match expectations

Explanation:

  • May include proration from seat changes
  • Tax added based on billing address
  • Previous credits or charges applied

Solutions:

  • Review invoice line items in Billing History
  • Contact support with invoice number for explanation

Cannot change seats

Issue: Adjust Seats button grayed out

Solutions:

  • Ensure you're the Owner (Admins cannot manage billing)
  • Check for failed payment blocking changes
  • Contact support if issue persists

Tax ID not applying

Issue: Entered VAT number but still charged tax

Solutions:

  • Verify VAT number format is correct
  • Ensure country matches billing address
  • Check VAT number is valid (VIES database)
  • Tax may apply to previous invoices (not retroactive)
  • Contact support for verification
  • Seat Types — Understand the Leader seat and the free Executive/Rep profiles
  • Team Management — Assign seats and profiles to team members
  • Settings — Update billing information

Need Help?

Billing questions? Contact support@smvue.com

Include:

  • Your workspace name
  • Invoice number (if applicable)
  • Description of issue

Settings

Configure your account, organization profile, and integrations.

Help & Support

Frequently asked questions and troubleshooting guides.

On this page

The Workspace PlanWhat's IncludedMulti-Leader WorkspacesAdd-onsBilling IntervalsMonthlyAnnualFree TrialAdding SeatsLeader SeatsExecutive ProfilesRep ProfilesPayment MethodsAdding a Payment MethodUpdating Payment MethodMultiple Payment MethodsBilling HistoryProrationCancellationFailed PaymentsTax HandlingSeat Quantity ManagementBilling ContactsTroubleshootingPayment failedWrong amount chargedCannot change seatsTax ID not applyingRelated DocumentationNeed Help?